H2O America (HTO)vsNational Grid PLC ADR (NGG)
HTO
H2O America
$61.19
+2.43%
UTILITIES · Cap: $2.83B
NGG
National Grid PLC ADR
$84.42
-1.88%
UTILITIES · Cap: $84.40B
Smart Verdict
WallStSmart Research — data-driven comparison
National Grid PLC ADR generates 2010% more annual revenue ($17.69B vs $838.18M). NGG leads profitability with a 18.3% profit margin vs 12.5%. NGG appears more attractively valued with a PEG of 2.15. NGG earns a higher WallStSmart Score of 56/100 (C).
HTO
Buy53
out of 100
Grade: C-
NGG
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+19.4%
Fair Value
$64.48
Current Price
$61.19
$3.29 discount
Intrinsic value data unavailable for NGG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 25.0%
Strong operational efficiency at 32.6%
Large-cap with strong market position
Areas to Watch
4.0% revenue growth
ROE of 6.5% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Trading at 9.6x book value
2.0% revenue growth
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : HTO
The strongest argument for HTO centers on Price/Book, Operating Margin.
Bull Case : NGG
The strongest argument for NGG centers on Operating Margin, Market Cap. Profitability is solid with margins at 18.3% and operating margin at 32.6%.
Bear Case : HTO
The primary concerns for HTO are Revenue Growth, Return on Equity, Debt/Equity.
Bear Case : NGG
The primary concerns for NGG are PEG Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
NGG carries more volatility with a beta of 0.58 — expect wider price swings.
HTO is growing revenue faster at 4.0% — sustainability is the question.
HTO generates stronger free cash flow (-63M), providing more financial flexibility.
Monitor UTILITIES - REGULATED WATER industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NGG scores higher overall (56/100 vs 53/100), backed by strong 18.3% margins. HTO offers better value entry with a 19.4% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
H2O America
UTILITIES · UTILITIES - REGULATED WATER · USA
H2O America, provides water utility and other related services in the United States. The company is headquartered in San Jose, California.
National Grid PLC ADR
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.
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